Curtiss M. Scott Jr.

The president and chief information officer of Todd Asset Management, Curtiss Scott is highly regarded for experienced, performance-driven management as it pertains to wealth and finance. He demonstrates an expertise in equity investments and intrinsic value discipline derived from his 37 years of combined experience. “It is invaluably important to respect every part of your work and to always think of your clients first,” Mr. … Continue reading Curtiss M. Scott Jr.

Celina Raimundo-Egeberg

For 15 years, Celina Raimundo-Egeberg has provided top-of-the-line income tax services to community members and business professionals in Bethesda, MD. As the co-owner of Federal Hill Income Tax, LLC, she offers expert-level corporate support for the firm, which specializes in the areas of accounting, investments, taxes, personal income, payroll, cash flow, budget analysis and audit representation. In addition to her stellar reputation, Ms. Raimundo-Egeberg is … Continue reading Celina Raimundo-Egeberg

Patricia F. Raskob

Patricia F. Raskob once wondered how she could help people to realize and go after their dreams. Her eventual answer was opening Raskob Kambourian Financial Advisors, a fee-only life-planning firm that offers assistance in devising business plans for startups, as well as retirement planning and pension design, among other services. Ms. Raskob undertook this endeavor after working on a hospital board. She created the Catholic … Continue reading Patricia F. Raskob

Sonja Hadorn

A distinguished financial professional with more than nine years of experience, Sonja Hadorn excels as director of KBT Trehand AG Aargau, one of Switzerland’s leading financial services and trust companies providing financial advice, tax advice, and accounting and bookkeeping services. As the founder of the company, Ms. Hadorn demonstrates an expertise in developing young companies and providing services for financial reporting, financial controls, cash flow, and … Continue reading Sonja Hadorn

Pedro Antelo

Highly accomplished in the financial industry, Pedro Antelo has spent the past two decades honing his skills. He began his career as an auditor for Moore & Stephens, and three years later, he joined Portugal Telecom International as its group financial controller. In 1996, Mr. Antelo became the director of finance and planning for Maxitel Services and Telecommunications Management, and in 2001, he served as … Continue reading Pedro Antelo

Georg Hafner

A global investor with expertise in asset and portfolio management, risk analysis, and retirement planning, Dr. Georg Hafner has acrrued more than 15 years of professional experience. After beginning his career with Credit Suisse in management training, he continued to grow professionally, working as the chief of portfolio management of the subsidiaries of Credit Suisse, where he managed more than 1.5 billion AUM. In 2005, … Continue reading Georg Hafner

Robert S. Schamis

A 23-year veteran of the financial services field, Robert Schamis is a credible and highly regarded wealth management expert in the Philadelphia region. He is a registered investment advisor and holds series 65, 7 and 63 certifications — these qualifications have allowed him to explore numerous areas of the financial field and provide tremendous advice to his clients. At Morgan Stanley, he serves as associate vice … Continue reading Robert S. Schamis

Jiri Maly

Jiri Maly, Ph.D. always found that banking provided an exciting opportunity to build a new business in financing projects. He decided to pursue a career that could combine finance and infrastructure because he loved working on mega capital projects in which management consultants were not involved. It provided fascinating challenges on how to manage risk. Thus, his role as the managing director of global infrastructure … Continue reading Jiri Maly

Jayme D. Fowler

With more than three decades of invaluable experience within the field of finance, Jayme D. Fowler has achieved success as the vice president of Oppenheimer & Co. Inc. Most recently, he was recognized by Worldwide Branding as a 2015 VIP Member, which serves as a testament to his hard work, dedication and significant achievements within his industry. In his current capacity, Mr. Fowler is responsible … Continue reading Jayme D. Fowler

Mark E. Fine

Hardworking and dedicated, Mark Fine served as a financial advisor for Merrill Lynch — a position from which he is now retired. One of the world’s leading financial management and advisory companies, Merrill Lynch provides top-notch financial advice and investment banking services. Throughout the course of his impressive career, which spanned more than four decades, Mr. Fine strove to maintain a standard of excellence that … Continue reading Mark E. Fine